Garden State Investment Advisory Services’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$258K Sell
3,123
-1,910
-38% -$153K 0.05% 273
2026
Q1
$402K Buy
5,033
+2,413
+92% +$207K 0.09% 178
2025
Q4
$245K Buy
+2,620
New +$227K 0.05% 259

Other funds holding WFC

Garden State Investment Advisory Services's WFC Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its Wells Fargo (WFC) stake by 38% in Q2 2026, selling an estimated $153K and leaving 3,123 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #273.

Garden State Investment Advisory Services first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $402K in Q1 2026. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Garden State Investment Advisory Services held 3,123 shares of Wells Fargo worth $258K as of Q2 2026.
  • Garden State Investment Advisory Services sold 1,910 Wells Fargo shares in Q2 2026, an estimated $153K.
  • Wells Fargo made up 0.05% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #273 holding.
  • Garden State Investment Advisory Services first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Garden State Investment Advisory Services's Wells Fargo position peaked at $402K in Q1 2026.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.